Edward Jones has invested in Carefull, a fintech startup focused on preventing elder financial fraud, and will offer the service free to its 9 million clients. The platform monitors accounts, credit reports, emails and home titles for suspicious activity and signs of cognitive decline, sending alerts to clients or trusted contacts. Founded in 2019, Carefull has raised approximately $20 million total, though Edward Jones did not disclose its investment size. The service operates on a read-only basis and cannot take direct action on accounts. Clients connect an average of 5.2 accounts. Americans over 60 reported more than $7.7 billion in losses from cyber-enabled financial crime in 2025, according to the FBI. Carefull's clients also include Osaic, Integrated Partners and Quotient Wealth Partners.

Edward Jones has partnered with Carefull to offer a complimentary digital protection platform to all US clients, designed to help families detect financial fraud and scams through real-time alerts. The firm has also invested in Carefull through Edward Jones Ventures, its venture capital arm. Carefull monitors accounts for suspicious transactions, behavioural changes and financial mistakes that may increase with age. Clients can choose to share selected alerts with trusted family members, creating oversight without transferring control. The platform operates alongside Edward Jones' 20,000 financial advisers, who serve over nine million clients with $2.4 trillion in assets under care. Research from Edward Jones and Morning Consult found nearly one in four Americans reported being fraud victims. The partnership reinforces Edward Jones' focus on multigenerational planning and financial safety.

Edward Jones has made an investment in Quicken, an Aquiline Capital Partners portfolio company, valuing personal financial management software provider at an undisclosed amount. Aquiline will remain the majority owner following the transaction. Founded in 1983 and based in Menlo Park, California, Quicken serves over two million customers with financial management software covering spending, budgeting, investment tracking and retirement planning. The investment will help Edward Jones expand access to personal finance tools that complement its advisor-led model, particularly targeting younger investors. Since Aquiline's investment, Quicken has grown its Simplifi cloud-based app and launched products including Quicken Business & Personal and Quicken LifeHub. The Edward Jones partnership represents Quicken's expansion into indirect distribution channels alongside its direct-to-consumer model. Goldman Sachs served as exclusive financial adviser to Quicken.